See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,751 | $77,899+30.6% | $149,673-32.0% | $75,163+35.4% |
| Participation rate | 46.2% | 65.6%-19.3pp | 78.8%-32.5pp | 67.2%-21.0pp |
| Annual return | 20.57% | 31.72%-11.2pp | 134.42%-113.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,365 | $3,137-24.6% | $4,818-50.9% | $2,670-11.4% |
| Participant deferral / active EE | $4,429 | $3,411+29.8% | $5,680-22.0% | $4,125+7.4% |
| Admin fee / account holder | $3,611 | $5,956-39.4% | $13,210-72.7% | $5,651-36.1% |